Organize and sort your Organizer screens
You can specify the order in which the activities will display in Organizer for next year's return after the return's proforma'd.
This can be done in
Organizer
, Activity Information
. The Sort order for next year's proforma
field's available on the main Organizer screen for the activity. This field's also available in Organizer on the
Proforma Sort Order
screen. This is the last item listed in the activity folder. For the 1040 Schedule K-1 and Schedule K-1/PTP screens the field's located on the
Summary
screen.